In today’s briefing:
- HK Short Interest Weekly: Tencent, Meituan, Zhaojin Mining
- A-H Premium Weekly (Apr 19th): Fosun Pharma, China Southern Air, CICC, Ganfeng Lithium, Joinn Lab
- Northbound Flows (Apr 19th): Zijin Mining, China Tourism, Foxconn Industrial Internet
- TWSE Foreign Holding Weekly (Apr 19th): Wt, Hon Hai, Wiwynn, Tatung, Lotes, TSMC, Mediatek, Umc
- KRX Foreign Holding Weekly (Apr 19th): Samsung Electronics, Sk Hynix, Kia
- Hong Kong Connect Flows (Apr 19th): China Mobile, Bank Of China, Tencent, Petrochina, HSBC
- TWSE Short Interest Weekly (Apr 19th): TSMC, Wiwynn, Tatung, Umc, Teco Elec & Mach, Quanta Computer
HK Short Interest Weekly: Tencent, Meituan, Zhaojin Mining
- We analyzed the latest HK SFC report for aggregate short position as of Apr 12th.
- Top short increases and decreases were tabulated for one week and four week period.
- We highlight short changes in Tencent (700 HK), Meituan (3690 HK), Zhaojin Mining (1818 HK).
A-H Premium Weekly (Apr 19th): Fosun Pharma, China Southern Air, CICC, Ganfeng Lithium, Joinn Lab
- We analyse the changes of A-H premium on 147 stocks over the last week. The average A-H premium was 132.0% as of Apr 19th.
- The average A-H premium changed by 2.7ppt week-on-week, led by consumer staples, financials, materials and offset by communication services, energy.
- We highlight weekly changes in A-H premium for Fosun Pharma, China Southern Air, CICC, Ganfeng Lithium, Joinn Lab.
Northbound Flows (Apr 19th): Zijin Mining, China Tourism, Foxconn Industrial Internet
- We analyze the weekly Shanghai/Shenzhen northbound Connect flows with our data engine for holding position as of April 19th.
- We estimate the weekly outflows to be US$876.3 million, led by information technology, industrials, materials, and offset by financials, health care, real estate.
- We highlight flows for Zijin Mining, China Tourism, Foxconn Industrial Internet, China Citic Bank, Zhongji Innolight.
TWSE Foreign Holding Weekly (Apr 19th): Wt, Hon Hai, Wiwynn, Tatung, Lotes, TSMC, Mediatek, Umc
- We analyzed the changes in foreign holdings of TWSE Stocks as of Apr 19th which has an aggregated holding worth USD3,728.3bn.
- We estimate that foreign flows to be outflows of USD18,944mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign instutions.
- We highlight foreign changes in Wt, Hon Hai, Wiwynn, Tatung, Lotes, TSMC, Mediatek, Umc, Alchip Tech, Wistron.
KRX Foreign Holding Weekly (Apr 19th): Samsung Electronics, Sk Hynix, Kia
- We analyzed the changes in foreign holdings of KRX Stocks as of Apr 19th which has an aggregated holding worth USD508.9bn.
- We estimate that foreign flows to be inflows of USD85mln. We tabulate the league table for top changes by value for 1W/4W/1Y and top stocks held by foreign institutions.
- We highlight foreign changes in Samsung Electronics, Sk Hynix, Kia.
Hong Kong Connect Flows (Apr 19th): China Mobile, Bank Of China, Tencent, Petrochina, HSBC
- We analyze the weekly Hong Kong Connect flows with our data engine for holding position as of April 19th.
- The top stocks by inflows and outflows were tabulated for all market, HSCEI, mid cap and s/mid cap groups.
- We highlight flows for China Mobile, Bank Of China, Tencent, Petrochina, ICBC, HSBC.
TWSE Short Interest Weekly (Apr 19th): TSMC, Wiwynn, Tatung, Umc, Teco Elec & Mach, Quanta Computer
- We analyzed the changes in short interest of TWSE Stocks as of Apr 19th which has an aggregated short interest worth USD79.3bn.
- We tabulate league table for top short by value and short as multiple of ADT, as well as weekly increases & decreases in short value, short as multiple of ADT.
- We highlight short interest changes in TSMC, Wiwynn, Tatung, Umc, Teco Elec & Mach, Quanta Computer, Wt, Bora Pharma.
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